国海研究 | 9月资金面怎么看/优必选深度—晨听海之声0902

国海证券研究
Sep 02

深度报告·2篇:国海固收·靳毅团队|9月资金面怎么看?国海机械·张钰莹团队|优必选(09880)公司深度研究:从Walker S1到未来,人形机器人PK的是什么?固收:9月资金面怎么看?报告作者:靳毅/马闻倬报告发布日期:2025年9月1日投资要点:2025年9月流动性缺口分析:①政府债务发行与资金下拨,补充超储1896亿元;②常规财政收支,补充超储1.11万亿元;③信贷投放消耗2258亿元;④...

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